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Customer Service Representative

2 months ago

Monrovia, California, United States Staff My Agency Full time
Job Summary

We are seeking a highly motivated and customer-focused individual to join our team as a Licensed Insurance Customer Service Representative. As a key member of our staff, you will be responsible for providing exceptional customer service, building strong relationships with clients, and helping to drive business growth through value-based conversations.

Key Responsibilities
  • Customer Service: Provide prompt, accurate, and friendly customer service, responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Relationship Building: Establish and maintain strong relationships with clients, understanding their needs and providing personalized solutions.
  • Insurance Education: Use a customer-focused, needs-based review process to educate clients about insurance options, helping them make informed decisions.
  • Team Collaboration: Work closely with our team to achieve business goals, sharing knowledge and best practices to drive success.
Requirements
  • Licenses: Property & Casualty license and Life and Health license required.
  • Skills: Excellent interpersonal, communication, and organizational skills, with a strong ability to work in a team environment and multi-task.
  • Personal Qualities: People-oriented, self-motivated, detail-oriented, proactive in problem-solving, and dedicated to customer service.
What We Offer
  • Competitive Compensation: Base salary plus commission/bonus.
  • Benefits: Paid time off (vacation and personal/sick days), valuable experience, and growth potential/Opportunity for advancement within our agency.